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Advisor Assistant

More Time for Clients. Less Time on Tasks.

With the Vestmark Advisor Assistant, advisors can reduce manual work, quickly find relevant data, and deliver more responsive service—all from within their existing workflows.

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Advisor Assistant interface displaying a query about managed households. The panel lists household names with duplicate indicators and includes a donut chart summarizing 20 accounts, showing 75% unique and 25% duplicate households. A professional advisor portrait appears alongside the interface, reinforcing the advisor-focused context.

Automate tasks, identify trends, and pull relevant data — all while saving time.

  • Agentic AI Execution

    Advisor Assistant understands advisor intent and completes tasks using existing workflows to mirror the advisor’s process.

  • Conversational Interface

    Use natural language to ask questions about the platform, generate proposals, or find information about a household, account, or model, removing friction and accelerating processes.

    Advisor Assistant chat input area with a text field labeled “Type your request here” and a submit arrow button, inviting users to enter natural-language requests.

  • Proposal Comparison Engine

    Evaluate multiple proposals side by side in real time, easily highlighting tradeoffs and supporting better client decision-making during meetings.

    Advisor Assistant interface highlighting the most recent and second most recent investment proposals, including account names, account types, dates, and total proposal values.

  • AI-Driven Data Retrieval

    Quickly pull relevant data from proposals, portfolios, or accounts, saving time and delivering the right insights when advisors need them.

    Advisor Assistant chat interface showing a request to display managed investment accounts in a table, with summarized account data presented below the prompt.

  • Integrated Help and Navigation Support

    Get platform support with instant, guided, step-by-step responses - all without leaving the platform or reaching out to support teams.

    Advisor Assistant responding to the question “How do I create a proposal?” with step-by-step instructions displayed in a collapsible help panel.

  • Scalable Task Automation

    Will allow advisors to re-run proposals or complete batch actions across multiple accounts, freeing up time for client service.

    Real Tasks, Real Time Savings

    Discover how advisors are turning to the Advisor Assistant to streamline everyday tasks and scale personalization across a growing book of business.

    Advisor Assistant interface showing model evaluation and risk education. One panel lists three investment models in the Growth with Income risk category, while another panel explains available risk categories with tolerance levels, risk score ranges, and descriptive summaries. Advisor Assistant interface comparing investment models within the Growth with Income risk category. A table lists multiple models with managers, asset classes, risk scores, and 10-year annual returns, alongside a detailed side-by-side comparison of two selected models. Advisor Assistant interface answering a how-to question titled “How do I create a proposal?” The panel displays step-by-step instructions for creating a new proposal, including selecting an advisor code, entering a proposal name, and choosing or creating a client household. Advisor Assistant interface showing client management tasks. One panel lists managed clients with first and last names, while another panel shows an email update workflow for a client named John Daily, including confirmation to change their email address. Advisor Assistant interface displaying performance analysis for investment accounts. One panel shows year-to-date gross and net returns for Account01 and Account02, while a second panel presents 1-, 3-, and 5-year gross performance percentages for Account01, with an input field for additional follow-up questions.
    Use Case 1: Evaluate Model Risk

    Quickly understand how risk is defined across the platform and identify models that align with a specific risk profile, making it easier to evaluate options and narrow selections with confidence.

    Use Case 2: Compare Model Risk Details

    Surface and compare key risk characteristics across models to evaluate differences, validate assumptions, and support more informed investment decisions.

    Use Case 3: How-to Questions

    Get instant, step-by-step guidance on common platform tasks, reducing time spent searching for documentation or support.

    Use Case 4: Update Investor

    Easily access client information and make updates in real time, helping you keep records accurate without navigating multiple screens.

    Use Case 5: Performance Data

    Quickly retrieve multi-period performance data and use Advisor Assistant to explore deeper insights, compare results, and answer follow-up questions without leaving your workflow.

    For illustrative purposes only. The data displayed is not representative of an actual client portfolio.

    Vestmark's artificial intelligence (“AI”) tools are employed to support certain operational and administrative functions and operate within defined system parameters. They do not participate in investment decision-making, portfolio construction, or securities selection. While AI technologies are intended to enhance efficiency and consistency, outputs generated by AI tools may be based on limited, pre-configured, or incorrect inputs, which could result in incomplete or inaccurate information if not properly reviewed.